+3,239.6%
EQT vs IDXX
+53,929.9%
-50,690.3%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.3% | +0.9% |
| 7D | -1.2% | -4.3% | +3.1% | -0.5% |
| 30D | +1.1% | -13.7% | +14.7% | +3.4% |
| 3M | +4.8% | -9.1% | +13.8% | +6.1% |
| 6M | -10.6% | -15.4% | +4.8% | -8.6% |
| YTD | +3.4% | -25.1% | +28.6% | +7.7% |
| 1Y | +8.7% | -20.6% | +29.3% | +11.8% |
| 3Y | +35.0% | +8.7% | +26.2% | +29.8% |
| 5Y | +204.2% | -25.7% | +229.9% | +205.7% |
| 10Y | +52.5% | +360.6% | -308.1% | +13.5% |
| All | +3,239.6% | +53,929.9% | -50,690.3% | +1,435.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded IDXX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling